Previous Close | 23.03 |
YTD Return | 16.79% |
Expense Ratio (net) | 0.00% |
Category | Large Value |
Last Cap Gain | 31.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Average |
Sustainability Rating |
Net Assets | 6.82B |
Beta (5Y Monthly) | 0.87 |
Yield | 1.87% |
5y Average Return | N/A |
Holdings Turnover | 23.00% |
Last Dividend | 0.46 |
Average for Category | N/A |
Inception Date | Dec 04, 2015 |
Take a look at these three top-ranked, best-performing and well-managed mutual funds if you're looking to maximize your retirement portfolio returns.